The investment climate in the third quarter of 2019 was marked by significant volatility but little net progress in overall market averages driven by an economy showing signs of slowing down. The result was that the average large stock moved a little higher, small stock averages were a little lower, and interest rates continued to slide...
Tuesday, October 15, 2019
Investment Climate Oct 2019: Good businesses are resilient
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Wednesday, September 18, 2019
Planet MicroCap interviews our CIO, Gerry Frigon, on Growth Stock Investing
Our CIO, Gerry Frigon, was recently interviewed by Robert Kraft of the Planet Microcap Podcast.
Gerry discusses the history of Taylor Frigon as well as the market, economy and investing in growth companies. You can access the interview here....
Monday, August 05, 2019
More Reasons To Correct
The market actually was given two reasons to sell off this last week, the Fed's weak performance with last weeks interest rate cut, and President Trump's escalation of the Chinese trade war (and China's response in allowing the RMB to break below the psychologically significant 7RMB-to-the-dollar level). As today's...
Monday, August 05, 2019
Investment Climate July 2019
The following Investment Climate was published on our website on July 16, 2019.
Despite a brief correction in May, the general trend in stock prices since the beginning of the year has been decidedly upward. Our growth portfolios have continued their relative outperformance.
While we are quite pleased with these recent outcomes,...
Monday, May 20, 2019
Steve Forbes Interviews George Gilder on Current Issues
Recently, Steve Forbes interviewed our long time friend and partner in venture capital, George Gilder. In this podcast on Steve Forbes' "What's Ahead" series of podcasts, Steve addresses some pertinent topics regarding trade and the economy, which are definitely worth noting, before he delves into his interview.
In this interview, Forbes...
Tuesday, April 16, 2019
Death and Taxes - Capital Gains Version
Inevitably, while we are definitely long term investors, there comes a time when we deem it appropriate to sell companies that have done extraordinarily well for us over many years (even decades in some instances). We painstakingly consider the ramifications of these actions as it relates to capital gains taxes for those who own these companies...
Monday, February 25, 2019
The Fixation on Debt
For years we have addressed the issue of debt for our investors. It seems there are very few issues that strike fear in the hearts of investors like that of debt. Whether the debt be personal, corporate or government, very often it is used by the crisis industry (otherwise known as media) to make even the most savvy investors shake...
Thursday, January 10, 2019
Investment Climate Jan 2019: The Very Strange Correction
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